SCTC
UPS icon

Sanibel Captiva Trust Company’s United Parcel Service UPS Stock Holding History

Sanibel Captiva Trust Company’s Portfolio UPS Stock Details UPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.34M Sell
21,748
-5,854
-21% -$609K 0.06% 182
2026
Q1 		$2.72M Sell
27,602
-2,375
-8% -$255K 0.08% 168
2025
Q4 		$2.97M Sell
29,977
-39,607
-57% -$3.7M 0.08% 158
2025
Q3 		$5.81M Sell
69,584
-10,353
-13% -$938K 0.17% 114
2025
Q2 		$8.07M Sell
79,937
-14,817
-16% -$1.46M 0.25% 94
2025
Q1 		$10.4M Sell
94,754
-758
-0.8% -$90.6K 0.34% 74
2024
Q4 		$12M Buy
95,512
+13,669
+17% +$1.8M 0.38% 69
2024
Q3 		$11.2M Buy
81,843
+64,163
+363% +$8.42M 0.36% 75
2024
Q2 		$2.42M Buy
17,680
+6,113
+53% +$875K 0.08% 146
2024
Q1 		$1.72M Sell
11,567
-1,235
-10% -$188K 0.06% 166
2023
Q4 		$2.01M Buy
+12,802
New +$1.94M 0.07% 145

Other funds holding UPS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sanibel Captiva Trust Company's UPS Position: Q2 2026 in Review

Sanibel Captiva Trust Company reduced its United Parcel Service (UPS) stake by 21% in Q2 2026, selling an estimated $609K and leaving 21,748 shares worth $2.34M. The position accounts for 0.06% of the portfolio, ranked #182.

Sanibel Captiva Trust Company first reported a position in UPS in Q4 2023 and has held it in 11 quarters since. The position peaked at $12M in Q4 2024. 2,128 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Sanibel Captiva Trust Company held 21,748 shares of United Parcel Service worth $2.34M as of Q2 2026.
  • Sanibel Captiva Trust Company sold 5,854 United Parcel Service shares in Q2 2026, an estimated $609K.
  • United Parcel Service made up 0.06% of Sanibel Captiva Trust Company's portfolio in Q2 2026, its #182 holding.
  • Sanibel Captiva Trust Company first reported a position in United Parcel Service in Q4 2023 and has held it in 11 quarters since.
  • Sanibel Captiva Trust Company's United Parcel Service position peaked at $12M in Q4 2024.
  • 2,128 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q2 2026, filed 27 Jul 2026.